About Merisis Wealth

Wealth advice from bankers who have done the deals

We advise founders, executives and business families. Most come to us after a liquidity event, an ESOP vest or the sale of a business. Our job is to turn that capital into a plan.

An advisor presenting to clients in a meeting room

Where we come from

Sixteen years of watching what happens after the deal closes

The Merisis Group began in 2010 as an investment bank. In sixteen years we advised on 60+ transactions and saw what happened to the proceeds afterwards. Merisis Wealth plans that next stage.

Proceeds from a ₹200 crore exit sat in fixed deposits.
Ten years of ESOPs sat in one demat account with no exit plan.
A family with eight advisors had no single view of its position.

Founded2010

Transaction value advised by the Merisis Group

In investment banking

VCs and strategic partners worked with

Transactions closed by the Group

How we work

Four commitments

Built around your goals
Our advice starts with your goals. We tell you how we are paid, and where our interests and yours differ, yours come first.
A banker's diligence
We look at an investment the way we looked at a deal: financials, management, competitive position and the downside case. Every recommendation is written down.
A long-term view
We build for a long relationship. We recommend a change to your portfolio only when there is a reason for it.
Plain answers
We tell you when a product suits your portfolio and when it does not. If we cannot help, we say so.